Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
This article explains the key terms used within the FYI Reporting feature.
For detailed instructions on how to use Reports, refer to the following sections:
- Reporting Overview
- Capacity Planning Overview
- Managing Report Templates
- Creating Reports from Excel Report Templates
General Report Definitions
| Definition | Details |
| Sample Report |
Sample Reports are a set of pre-built master report templatess that are uploaded to your platform automatically when upgrading to the Elite plan. Sample reports can be used as a starting point for creating your own reports. |
| Custom Report | Custom Reports are report templates created by the FYI team, in addition to sample reports. Custom reports are not automatically uploaded to your platform, and can be downloaded if required. |
| Convert to Template |
When an excel report is selected in a Document list, the Convert to Template option button will be available in the toolbar. Users can select to convert a report to a new template or update an existing template. Refer to Converting Excel Reports to Templates. Note: This is available for FYI Admins or users with Tempaltes permissions. |
| Merge Names | The Merge Names setting on a report template, enables Excel to insert data from FYI into report templates using Excel’s Name Manager feature. This must be toggled on to ensure that data is sent from FYI to populate the report correctly. Refer to the Filing Settings section of Reporting Overview. |
| Excel Report Setting | The Excel Report setting enables an Excel template to function as an FYI report. This must be toggled on to ensure that the template can retrieve and populate data from FYI based on the selected View Type and View. |
| Calculations | Calculations refer to formulas created within the Excel report template to analyse or summarise the data retrieved from the view. These formulas are typically displayed as the last columns of the Data tab of a report. Refer to Using Calculations with Reports. |
| Opening Balance option | The Opening Balance option can be selected when creating a report associated with a Time view. When selected, the report data reflects the period selected. Refer to Creating Reports from Excel Report Templates. |
| Include All Columns option | The Include All Columns option can be selected when creating a report, to add every available column from the selected View Type to the report and not just the columns currently displayed in the selected view. It is not recommended that this is enabled by default, to avoid errors when running the report. |